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Special Needs Planning

Families who have a family member with a disability must plan for the future very carefully.  How assets are left after your death can have a tremendous impact on the quality of life for that person. Special needs planning must address the financial, legal, and medical needs that apply exclusively to a disabled individual.   

We help disabled individuals and their families when they inherit assets or are trying to qualify for public benefits and have excess assets by doing the following:

  • Devising estate plans for family members who want to preserve assets for disabled children in the future
  • Establishing self-settled trusts (d4A) for disabled individuals
  • Establishing pooled trust accounts for disabled individuals over age 64 or those who do not have a trustee for a self-settled trust
  • Working with the individual public benefits organizations to apply for and maintain public benefits for disabled individuals

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